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| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY1 year Service code 19 · EIN 58-1428634 | Securities Custodian | $30,999 |
MILLER KAPLAN ARASE LLP2+ years Filed as: MILLER KAPLAN ARASE, LLP Service code 10 · EIN 95-2036255 | Accounting | $23,600 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,042 | $38,969-7.5% | $109,313-67.0% | $55,167-34.7% |
| Participation rate | 83.8% | 58.2%+25.5pp | 71.3%+12.5pp | 69.0%+14.8pp |
| Annual return | 4.31% | 8.26%-3.9pp | 22.07%-17.8pp | 169.23%-164.9pp |
| Employer contribution / active EE | $3,868 | $1,227+215.4% | $3,892-0.6% | $1,963+97.1% |
| Participant deferral / active EE | $0 | $2,176-100.0% | $3,166-100.0% | $3,054-100.0% |
| Admin fee / account holder | $328 | $501-34.6% | $5,666-94.2% | $504-34.9% |